ALVA Capital is a boutique investment firm that specializes in providing wealth management services and investment banking solutions to its clients. We are dedicated to helping our clients preserve and grow their wealth over the long-term through disciplined investment processes and strategies.
As a family office, we work closely with our clients to understand their unique financial goals and tailor our services to meet their specific needs. Whether our clients require discretionary or advisory wealth management, we provide customized solutions designed to help them achieve their goals.
We also offer investment banking solutions to companies seeking capital raising, capital introduction, underwriting and corporate advisory services. Our investment banking activities complement our wealth management services and provide our clients with access to smart capital and unique investment opportunities. With an extensive network of contacts and industry experience, we can connect clients with valuable resources for their capital needs.
At ALVA Capital, we believe in transparency, alignment and hard work, and we strive to build long-term relationships with our clients based on trust and mutual understanding.
Wealth Management Services
We work with our clients to establish an investment strategy based on their financial goals and risk tolerance. This will result in an investment mandate created specifically for each client. With this mandate, we will have the discretionary authority to manage our clients portfolio, allowing us to execute our investment strategy with speed and efficiency. Our investment strategy is designed to generate value over the long run, which means that we aim to generate long term stable returns.
Under our discretionary management services, we offer the following specific services:
Personalised investment strategies designed to meet the unique needs and goals of each client
Active portfolio management and risk monitoring to ensure portfolios remain in line with investment objectives
Ongoing portfolio rebalancing to maintain optimal asset allocation
Access to a wide range of traditional and alternative investment opportunities
Assistance with setting up custody bank accounts and execution platforms with beneficial fees
We can provide access to banking products at attractive rates, including mortgages and other types of loans as required
Investment Banking Services
At ALVA, we help entrepreneurs and businesses raise capital in a more efficient and faster way than traditional banks or capital providers. Our clients are typically entrepreneurs who need to get a deal done and are ready to bring it over the line. We specialize in finding the balance between a confident sponsor and investors who are looking to generate attractive returns in a private transaction.
We only seek to invest in opportunities that are either asset-backed or companies that already produce positive cash flow. We offer smart capital in the form of debt or preferred equity, which we structure ourselves to fully raise all the capital required. We seek to create alignment between our investors and the targets we raise for. We take the exclusivity for the fundraise and syndicate it as an alternative investment opportunity to our wider network of investors.
We have a philosophy of investing alongside our investors, by investing half or the whole fee into the transaction at the same terms as our investors. We also provide post-transaction services, which include an active board role to facilitate communication between both parties until the loan or transaction has reached completion.
We bring all our legal contacts and expertise to the table to get the deal done. Our primary goal is to create sustainable solutions that help the sponsors retain control over their business while raising significant capital. By doing so, we ensure that our investors generate attractive returns while also supporting the growth of the companies we invest in.
Our team brings a wealth of experience from various backgrounds in finance. We have worked in investment banking, blue chip companies, and top European family offices. We have been running money since 2008 and have managed through three major financial crises. Our experience has taught us how to work with clients, build sustainable long-term relationships, and manage money through challenging times.
Screening and Analysing
Our investment process varies depending on the asset class we are targeting. When it comes to fixed income investments such as bonds, we start by screening for securities that have a certain yield and duration. Once we have a list of potential investments, we narrow down our focus to specific geographies or industries we want to gain exposure to. We then conduct a thorough bottom-up analysis, evaluating the financial health of the issuer, analyzing their competitive position, and assessing the quality of their management team. This involves running internal models, contacting company management to gain business insights, and seeking the opinions of experts in the industry. We evaluate different scenarios to determine the upside versus downside probabilities and ensure that the investment aligns with our investment philosophy.
For equity investments, we typically screen for undervalued companies and seek to understand the reasons behind the price discount. Our bottom-up analysis involves evaluating a company's financial health by analyzing its financial statements, competitive position by examining its market share and product offerings, and management team by analyzing their track record, communication style, and decision-making process. We compare the company to other players in the industry and use discounted cash flow analysis with different assumptions to determine the fair value of the stock. Our investment process for exchange-traded funds (ETFs) and alternative investments also involves a rigorous analysis of the asset class and individual investments to ensure that they align with our clients' investment objectives and risk tolerance.